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Business Exit Planning Blog Articles & Insights

Explore expert-written Exit Planning articles and business planning insights created for today’s professional advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.

Exit Planning

How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure

December 9, 2024

Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor.

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The Business Advisor’s First and Second Mistakes

March 22, 2024

After decades spent working with both advisors and owners, we’ve found that advisors who want

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How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner

March 15, 2024

Business owners are a rare breed. In founding their businesses, they buck the trend of

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Female Pioneers and the Role of Emotional Intelligence in Exit Planning

March 8, 2024

As we celebrate Women’s History Month, it’s a perfect opportunity to spotlight the lasting contributions

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Business Continuity Challenges for Sole-Owners

March 1, 2024

Explore engagement opportunities with sole owners—those without partners or co-shareholders - and how to kickstart

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Navigating Psychological Forces in Business Exits: Insights for Professional Advisors

February 23, 2024

In the realm of business exits, understanding the psychological mindset of business owners is paramount

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